Head of Multi-Asset
The Fund aims to provide a monthly income from investments that provide dividends, interest payments and rental income, together with potential for long-term capital growth (at least five years).
Property - 0-20%
Equities - 25-55%
Government and corporate bonds - 30-70%
For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.
The increased flexibility in options for taking income at retirement has prompted more people to consider new opportunities. This fund aims to provide investors with both a regular monthly income and the prospect of long-term capital growth. There is also potential for a quarterly uplift in income if investment returns permit. The Fund may not be appropriate for investors who plan to withdraw their money within five years of making their investment.
The Fund is invested across a broad range of asset classes including equities, bonds and property, and in a wide range of geographic regions, sectors and companies. This level of diversification allows the fund manager to access more investment opportunities while also spreading risk.
The fund manager focuses on identifying equity investments that are backed by robust business models, strong balance sheets and market share, together with the ability to provide stable or growing dividends and other income streams. When selecting fixed income securities the focus is on the underlying fundamentals and strength of the balance sheets of the companies with a target of optimising risk adjusted returns
This fund is available as part of the Core Range within Canada Life’s Retirement Account solution. For more information on this visit here.
The value of investments may fall as well as rise and investors may not get back the amount invested
The fund may invest in property funds that may be illiquid and subject to wide price spreads, both of which can impact the value of the fund. The value of the property is based on the opinion of a valuer and is therefore subjective.
To compare a Canada Life Asset Management fund with any other in our range, please click 'add holding' and type the name of the desired funds.
Glitzy tech stocks have hogged the limelight during 2020’s astonishing market rebound. Now it could be time for dowdier areas of the equity market to shine as vaccines make a return to normal in 2021 increasingly likely. That’s good news for UK, European and emerging market equities.
We don’t know yet, but preparing for an uncertain future is all part of a fund manager’s job. We asked Canada Life Asset Management’s managers and research specialists what UK investors might expect in 2021 and beyond.
It’s been a true baptism of fire, but over its first reporting year the LF Canlife Diversified Monthly Income Fund has achieved what it set out do – providing attractive, sustainable monthly income.